About Accounts 2

Accounts 2 is an easy to use application to replace your paper checkbook. With the Accounts 2 application, you will have a quicker and more convenient way to track your daily finances. You can schedule transactions, create recurring payees list, transfer funds, reconcile, export data, view reports, graphs, sync data, and much more. All features of the Accounts application are designed to be quick, clean, intuitive, and easy to use.

FAQs

Is the Accounts 2 app compatible with iOS 11?

Yes, the version 6.3 of the Accounts 2 app is compatible with iOS 11. Older versions of the app will not work and will need to be upgraded to version 6.3.

How do I transfer my data from the the original Accounts app to the new Accounts 2 app?﻿

The original Accounts app is no longer compatible with iOS 11 and cannot be launched if you have upgraded your device to iOS 11. In order to transfer your data over to the new Accounts 2 app, please use the iTunes File Sharing Interface to save the original Accounts data to your computer, then copy that data to the Accounts 2 app. Please click on this link for detail instructions.

If you are running on iOS 10 or lower, you can transfer your data over by going to the Settings screen of the original Accounts app and touch on the "Transfer Data" option on the bottom.﻿ All your data will then be transferred over to the new Accounts 2 app. ﻿

How do I keep data in sync on multiple devices?

Option A: iCloud Sync

To use this feature, please go to the Settings screen of the app and tap on the 'iCloud Sync' option. Follow the instructions displayed on the screen. If you need additional detail, please click on this link.

Option B: Email Transaction Sharing

First, make sure that the iCloud Sync feature is disabled from the Settings screen. Next, select any account to go to the transaction list screen and click on the 'Share' button on the bottom. Click on the settings button that shows up to the right and choose 'Set Peer Email' and enter your partner's email address. Click on the setting button again and choose 'Confirm Sharing on Save' to enable transaction sharing when a transaction is saved. Now every time you enter a new transaction, you will be asked if you want to send that transaction to your partner. If you choose yes, then a link containing the transaction will be sent to the partner's email address. Your partner can then click on the email link to post the transaction to his or her Accounts 2 app.

I just purchase the full version of the Accounts 2 app after trying out the lite version. How do I transfer my data over from the lite to full version?

To transfer the data, you will need to have both the lite and full version installed. Then go to the Settings view of the Lite version and touch on the "Export to Full Version" button on the upper left hand corner of the screen.

How do I enter an opening balance for an account?

To enter an opening balance, you will need to select an account and create a new transaction. Enter "Opening Balance" for the transaction name field. Then enter the amount and choose the the "+" on the "+/-" button bar to indicate that it is a deposit amount.

To prevent the opening balance from appearing in the report as an income or expens, select the '*Exclude from Reports' as the category for the transaction.

How do I delete an account or a transaction?

You can easily delete accounts and transactions by swiping your finger across the entry, then click on the red delete button to delete. To cancel the operation, just swipe your finger across the entry again.

How do I split a transaction among different categories?

You can create a split transaction by selecting the category button from the transaction entry screen and then selecting the Split button on the bottom of the category selection screen. Finally, enter the split amounts for the various categories and touch on the 'Done' button.

How do I use the reconcile feature of the Accounts 2 application?

On the iPad version, reconciling is done by checking on/off the check box of the transaction to mark it as being cleared or outstanding.

To use the reconcile features on the iPhone, you must first turn on the reconcile mode. This can be done by simply touching on the check button from bottom of the transaction list screen. You can also turn on reconcile mode from the settings page. Then touch on each transaction to mark it as cleared with a check mark. The Total Cleared balance and Total Outstanding balance will be updated instantly as you check/uncheck each transaction.

Does the Accounts 2 application support transfer of fund between accounts?

Yes, you can make a transfer by clicking on the meu action icon on the bottom right of the main screen.

Figure 1: menu action icon

Then click on the right arrows to choose the 'from' account and 'to' account. Enter the amount to transfer and click on Save.

How do I schedule a recurring transactions?

Touch on the 'Recurring' tab bar button on the bottom. Next, click on the + button to the add a recurring transaction. Fill in the information and click on the 'Save' button.

Does the Account 2 application supports exporting of data in CSV, QIF, or HTML format?

Yes, the Accounts 2 application supports export of account transactions via email. To export, just touch the menu action icon (see figure 1) on the bottom right of the main screen and select 'Export Account Data'. Then select the data format (CSV, QIF, or HTML) that you want to export with.

Figure 1: menu action icon

Can I change the currency to € as I live in Europe?

Yes, the Accounts 2 application supports the euro currency along with many other currencies. It supports English, French, German, Italian, Portuguese, and Spanish languages.

To enable the Accounts 2 application to use a different language or a currency, you must set the iPhone's settings to your preferred language and region format.

Settings->General->International

Than set your language and region format accordingly.

Is there a way for me to prevent accidental deletion of an account?

Yes, you can use the Settings Page to lock deletions of accounts. If you then try to delete an account with the lock on, you will get a reminder to first unlock the deletion from the settings screen. Once you are done deleting the desired account, then you can set the delete lock back on to protect your data.

How do I update an account name or other account properties?

To update an account, tap on the Edit button from the main view. Then tap on the circle 'i' button. Tap on Save when you are done.

From the account update screen you can edit properties such as account name, icon, next check #, or the 'include balance in total of all accounts' attribute.

How can I reorder the accounts from the main view?

From the main view, click on the Edit button. Then drag the icon (with 3 horizontal lines) to the right of the account name to reorder the account. Click Done when you are finish reordering.

How do I backup and restore my Accounts 2 data?

1. From the Settings screen of the app, tap on the action icon on the upper left hand corner. The icon has an arrow pointing out of a box similar to the one below.

Please click on this link for instruction on how to backup and restore your Accounts 2 data via the iTunes File Sharing interface.

How do I change the email address for transaction sharing with another iPhone?

To change the email address for transaction sharing, please follow the steps below:

From the main screen, select an account to go to a transaction register.

Click on the 'Share' button at the bottom of the register screen and click on the flywheel button that shows up to the right of it.

Finally, click on 'Set Peer Email' to set the transaction sharing email address.

Is there a way to share data between the Ace Budget and Accounts 2 app?

The Ace Budget and Accounts 2 app do not have auto sync between them. However, you can post a transaction from Ace Budget to the Accounts 2 app using the following instructions:

1. From the Ace Budget app, select a budget category from the main screen (any budget category will do).2. Touch on the "Share" button on the bottom of the transaction list screen.3. Touch on the button with the flywheel icon that is now displayed to the right4. Select "Enable Post to Accounts" from the pop up menu.5. To share a transaction with Accounts 2, touch on the share button and touch on the yellow send icon to the right of the transaction amount.

Still need more help? Please access the support forum via our Facebook page.﻿